Latest Stock Portfolios of the World's Best Investors & Hedge Funds

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
SR
6301
Syntax Research
Florida
$145M +$5.38M +4% 1.31% – 189
LHWM
6302
Lake Hills Wealth Management
Texas
$145M -$1.59M -1% 1.15% – 75
WHCI
6303
W.H. Cornerstone Investments
Massachusetts
$145M -$5.07M -3% 1.37% 44.6% 125
KFO
6304
Kopp Family Office
Minnesota
$145M -$13.2M -8% 9.36% 32.1% 29
CWA
6305
Cascade Wealth Advisors
Washington
$145M -$3.16M -2% 2.63% – 50
AIM
6306
Archer Investment Management
Texas
$145M -$17.9M -11% 0.19% – 65
WAG
6307
Wallace Advisory Group
California
$144M -$195K -0.1% 1.6% – 201
LKBC
6308
L.K. Benson & Company
Maryland
$144M +$2.52M +2% 3.45% – 100
KWA
6309
Kellett Wealth Advisors
Ohio
$144M -$1.13M -0.8% 2.9% 51.4% 78
CFSG
6310
Clark Financial Services Group
Missouri
$144M +$13.6M +10% 3.93% 74.7% 103
MIM
6311
Meixler Investment Management
Arizona
$144M +$9.44M +7% 5.44% 56.5% 111
MGWA
6312
Monument Group Wealth Advisors
Massachusetts
$144M +$3.01M +2% 1.09% – 54
SSG
6313
Summit Securities Group
New York
$144M -$124M -46% 0.08% 33.4% 1,004
MAM
6314
MWA Asset Management
Massachusetts
$144M -$6.18M -4% 3.71% – 129
GGA
6315
Granite Group Advisors
Connecticut
$144M -$12.8M -8% 5.41% – 84
MHFA
6316
Mission Hills Financial Advisory
California
$144M +$15.2M +12% 0.73% – 38
LAS
6317
LWM Advisory Services
Florida
$144M +$167K +0.1% 0.76% 61.3% 101
LAM
6318
Lummis Asset Management
Texas
$144M +$65.1M +82% 0.67% – 174
CWI
6319
Conscious Wealth Investments
Florida
$144M -$3.51M -2% 5.73% – 60
SRA
6320
Summit Rock Advisors
New York
$144M -$151M -51% 9.3% 86% 6
SAM
6321
Strive Asset Management
Ohio
$144M +$10.5M +8% 3.59% – 125
CCA
6322
Cypress Capital Advisors
Tennessee
$144M +$16.1M +13% 0.58% – 76
CIA
6323
Christian Investment Advisors
Texas
$144M +$5.57M +4% 0.14% – 12
DEM
6324
Disciplined Equity Management
Florida
$144M -$10.5M -7% 2.04% 49.7% 61
TFG
6325
Taylor Financial Group
Virginia
$144M -$599K -0.4% 2% – 103
251 252
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